Plan Snapshot
- Plan Sponsor: United Odd Fellow And Rebekah Home
- Sponsor EIN: 131740053
- Sponsor Address: 1072 HAVEMEYER AVENUE, BRONX, NY, 10462
- Plan Type: 401(k)
- Total Participants: 99
- Total Assets: $10.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 99 | $10.0M | $456,629 | $398,611 |
| 2023 | 96 | $8.9M | $412,411 | $382,079 |
| 2022 | 88 | $7.7M | $384,369 | $357,355 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| GRASSI & CO., CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRASSI & CO., CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $53,911 | — | $53,911 | — | — |
| 2023 | $52,891 | — | $52,891 | — | — |
| 2022 | $45,908 | — | $45,908 | — | — |